Smart Portfolios, LLC Schwab Strategic Tr Us Large C Transaction History
Smart Portfolios, LLC
- $90 Million
- Q2 2025
A detailed history of Smart Portfolios, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Smart Portfolios, LLC holds 25,955 shares of SCHV stock, worth $748,282. This represents 0.8% of its overall portfolio holdings.
Number of Shares
25,955
Previous 25,870
0.33%
Holding current value
$748,282
Previous $687,000
4.51%
% of portfolio
0.8%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.52 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.24 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$951 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$466 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$345 Million0.63% of portfolio